Prairie Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Prairie Wealth Advisors’s Portfolio DON Stock Details DON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Hold	0	–	–	–	87
2026 Q1	–	Hold	0	–	–	–	46
2025 Q4	–	Sell	-20,441	Closed	-$1.05M	–	43
2025 Q3	$1.07M	Buy	20,441 +67	+0.3%	+$3.47K	0.44%	39
2025 Q2	$1.02M	Buy	20,374 +627	+3%	+$30.3K	0.44%	41
2025 Q1	$978K	Buy	19,747 +981	+5%	+$50K	0.48%	36
2024 Q4	$957K	Buy	18,766 +8,885	+90%	+$466K	0.46%	44
2024 Q3	$505K	Hold	9,881	–	–	0.25%	77
2024 Q2	$462K	Sell	9,881 -266	-3%	-$12.6K	0.23%	76
2024 Q1	$495K	Buy	+10,147	New	+$465K	0.23%	84

Other funds holding DON

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Prairie Wealth Advisors's DON Position: Q2 2026 in Review

Prairie Wealth Advisors held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q2 2026 at 0 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #87.

Prairie Wealth Advisors first reported a position in DON in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2025. 473 funds tracked by Wall St. Rank hold DON as of Q2 2026.

Prairie Wealth Advisors held 0 shares of WisdomTree US MidCap Dividend Fund worth $1.06M as of Q2 2026.
Prairie Wealth Advisors left its WisdomTree US MidCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Dividend Fund made up 0.25% of Prairie Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Prairie Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q1 2024 and has held it in 7 quarters since.
Prairie Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $1.07M in Q3 2025.
473 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q2 2026.

Based on Prairie Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.